If you have a question on Roundtable Specific Information please contact Geoff Spidle or Peter McCarthy

Disciplined Leadership Approach™

Bottom Up – Finding the Right Candidates

  • In tandem with the top-down process, fundamental analysis is conducted on a daily basis to identify leading investment candidates
  • Ranking process based on a variety of quantitative and qualitative assessments applied daily to both portfolio and broad investment universe
  • Once identified, securities undergo further due diligence, including management interviews
  • Screening process to identify securities undergoing positive change – good and getting better, not broken and getting fixed
  • In accordance with our top-down analysis, representative candidates are identified from our “farm team” and positions are added slowly as portfolios are transitioned

Once added, allocations are increased only on a price advance, never on a price decline